1y return+18.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $148 against $157 in the S&P 500.2
GAMMA Investing LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation Com | $136.5M | 5.1% | +9.4% |
| AAPLApple Inc Com | $120.7M | 4.5% | +11.7% |
| MSFTMicrosoft Corp Com | $74.2M | 2.8% | +10.8% |
| AMZNAmazon Com Inc Com | $62.3M | 2.3% | +13.9% |
| GOOGLAlphabet Inc Cap Stk Cl A | $62.2M | 2.3% | +11.9% |
| AVGOBroadcom Inc Com | $56.9M | 2.1% | +10.3% |
| GOOGAlphabet Inc Cap Stk Cl C | $47.8M | 1.8% | +9.8% |
| IEMGIshares Inc Core Msci Emkt | $44.2M | 1.6% | +25.8% |
| MUMicron Technology Inc Com | $39.1M | 1.5% | +18.7% |
| JPMJpmorgan Chase Co Com | $37.4M | 1.4% | +6.6% |
| METAMeta Platforms Inc Cl A | $31.5M | 1.2% | +7.6% |
| LLYEli Lilly Co Com | $31.0M | 1.2% | +14.3% |
| TSLATesla Inc Com | $29.7M | 1.1% | +13.2% |
| MUBIshares Tr National Mun Etf | $27.0M | 1.0% | +17.4% |
| AMDAdvanced Micro Devices Inc Com | $24.2M | 0.9% | +22.7% |
| BRK/BBerkshire Hathaway Inc Del Cl B New | $24.2M | 0.9% | +15.9% |
| SUBIshares Tr Shrt Nat Mun Etf | $23.6M | 0.9% | +23.6% |
| BIVVanguard Bd Index Fds Intermed Term | $22.9M | 0.9% | +12.4% |
| VVisa Inc Com Cl A | $20.7M | 0.8% | +15.0% |
| JNJJohnson Johnson Com | $19.9M | 0.7% | +9.0% |
| AMATApplied Matls Inc Com | $17.9M | 0.7% | +10.0% |
| LRCXLam Research Corp Com New | $17.3M | 0.6% | +11.4% |
| ABBVAbbvie Inc Com | $17.1M | 0.6% | +8.2% |
| Exxon Mobil Corp ComCUSIP 30231G102 | $17.0M | 0.6% | +2.6% |
| CSCOCisco Sys Inc Com | $16.7M | 0.6% | +8.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GEVGe Vernova Inc Com | June 30, 2024 | +585.0% | $11.0M |
| LRCXLam Research Corp Com New | December 31, 2024 | +499.9% | $17.3M |
| AMATApplied Matls Inc Com | December 31, 2023 | +346.1% | $17.9M |
| NVDANvidia Corporation Com | December 31, 2023 | +304.0% | $136.5M |
| AMDAdvanced Micro Devices Inc Com | December 31, 2023 | +294.1% | $24.2M |
| CATCaterpillar Inc Com | December 31, 2023 | +260.2% | $15.7M |
| AVGOBroadcom Inc Com | December 31, 2023 | +238.4% | $56.9M |
| GEGe Aerospace Com New | December 31, 2023 | +192.8% | $11.7M |
| GSGoldman Sachs Group Inc Com | December 31, 2023 | +162.2% | $10.7M |
| GOOGLAlphabet Inc Cap Stk Cl A | December 31, 2023 | +155.8% | $62.2M |
Sold off last quarter
- CTRACoterra Energy Inc Com was $1.2M
- Hologic Inc ComCUSIP 436440101 was $1.2M
- Dupont De Nemours Inc ComCUSIP 26614N102 was $1.1M
- Carnival Corp Common StockCUSIP 143658300 was $890K
- Air Lease Corp Cl ACUSIP 00912X302 was $504K
- Proassurance Corp ComCUSIP 74267C106 was $425K
- Clearway Energy Inc Cl ACUSIP 18539C105 was $319K
- Sealed Air Corp New ComCUSIP 81211K100 was $292K
- Csg Sys Intl Inc ComCUSIP 126349109 was $257K
- Ascendis Pharma As Sponsored AdrCUSIP 04351P101 was $219K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.4% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +9.1% | +10.5% |
| March 31, 2025 | −3.5% | −4.6% |
| December 31, 2024 | +0.6% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +1.7% | +4.0% |
| March 31, 2024 | +9.3% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: GAMMA Investing LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2010235&type=13F-HR&dateb=&owner=include&count=40CIK 2010235
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2010235/000201023526000005/Filed July 7, 2026 · accession 0002010235-26-000005